051 – Amarin Receives UNANIMOUS Recommendation from Advisory Committee

I’m back! Here are the companies I touch on in this video:

Sarepta: 2:30
Trevena: 4:08
Viking: 5:40
Regenxbio: 7:47
Biogen: 12:35
Amarin: 17:38

all of this is only opinion and nothing I have said should be taken as investment advice



047 – Sarepta Receives CRL for Golodirsen! IOVA impresses in solid tumors.

In this video, I talk about Sarepta and their issues regarding the CRL received for Golodirsen. I also take a close look at Iovance Biotherapeutics and their tumor infiltrating lymphocyte cell therapy for cancer treatment.

this is not investment advice



034 – FDA’s Gottlieb Resigns plus AMRN Breakdown

In this episode, I talk about the latest news in the biotech sector with details on my DCF model for Amarin and their fish oil pill, vascepa. I also talk about the limb-girdle data from Sarepta.

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*this is not investment advice*



Sarepta Declines on Good Micro-Dystrophin Data

Sarepta took a hit from their latest Micro-Dystrophin gene therapy trial update despite showing robust expression in all 4 patients, confirmed by protein analyses and behavioral improvements.
In this video, I go through the details of muscular dystrophy, the current treatment options and how this new therapy could significantly improve patients outcomes.

I have not taken a position and this is not investment advice.
Follow me @matthewlepoire

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